Investors Asset Management of Georgia’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Buy |
4,169
+3
| +0.1% | +$274 | 0.18% | 112 |
|
|
2025
Q1 | $326K | Sell |
4,166
-597
| -13% | -$46.7K | 0.17% | 120 |
|
|
2024
Q4 | $353K | Buy |
4,763
+127
| +3% | +$9.4K | 0.17% | 113 |
|
|
2024
Q3 | $300K | Buy |
4,636
+228
| +5% | +$14.8K | 0.14% | 128 |
|
|
2024
Q2 | $325K | Sell |
4,408
-47
| -1% | -$3.46K | 0.16% | 119 |
|
|
2024
Q1 | $322K | Buy |
4,455
+4
| +0.1% | +$289 | 0.15% | 120 |
|
|
2023
Q4 | $306K | Buy |
4,451
+200
| +5% | +$13.8K | 0.16% | 117 |
|
|
2023
Q3 | $228K | Buy |
4,251
+1
| +0% | +$54 | 0.13% | 138 |
|
|
2023
Q2 | $241K | Buy |
4,250
+375
| +10% | +$21.3K | 0.12% | 142 |
|
|
2023
Q1 | $203K | Buy |
+3,875
| New | +$203K | 0.11% | 156 |
|